How To Calculate Beta on Excel - Linear Regression & Slope Tool

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  • Опубликовано: 28 ноя 2024

Комментарии • 215

  • @clickbaitpolice9792
    @clickbaitpolice9792 5 лет назад +22

    you're a king mate. plain and simple. you have no idea how much this has helped me. was honestly having a melt down with my dissertation. subbed and liked. i'll forever support you. thank you so much

  • @EnlightJen
    @EnlightJen 4 года назад +2

    You have no idea how helpful this was when I was ready to cry trying to calculate the beta regression for my WACC analysis! Thank you! Thank you!

  • @yiminhuang4183
    @yiminhuang4183 6 лет назад +10

    Hey Nata, correct me if I'm wrong. In my opinion, instead of using the return of each stock, excess return is the appropriate input, which derived by stock return minus risk-free rate.

  • @111Gtfo
    @111Gtfo 3 года назад +14

    GOD BLESS YOU, THANK YOU I NEEDED THIS FOR MY HW

  • @berrylondon1
    @berrylondon1 3 года назад +1

    Nate, you are so darn smart I could hug right now. The real MVP

  • @elonmuskrat9244
    @elonmuskrat9244 3 года назад +3

    helpful vid man. im just getting exposed to regression analysis in my MS Finance class right now.....was never taught it in undergrad many yrs ago. Very helpful Nate.

  • @cindywise8777
    @cindywise8777 3 года назад

    This video is saving my whole life right now!! PERFECT! Breaks it down in a common language, step by step!! PERFECT! Thank you so much!

  • @wongsathornsereephap3172
    @wongsathornsereephap3172 4 года назад +9

    Thanks, This is exactly what I've been looking for. Absolutely great video. Direct answer to my question and time saving. what a good one . Highly Appreciated

  • @oxroy
    @oxroy 3 года назад +2

    I was just casually watching this vid learning stuff and this video was made by Nate ? what ? u made these kind of video back then ? lol amazing

  • @codyolivotto2893
    @codyolivotto2893 3 года назад

    Whenever I take a break from using excel, I always come back to this video for a quick and concise refresher. Thank you!

  • @oscardleon6976
    @oscardleon6976 3 года назад +1

    Holy crap I learned all this in college and I’m so excited to use it as a new tool for investing

  • @tasity1041
    @tasity1041 3 года назад +2

    Hey, I am so grateful I managed to calculate my beta. Thank you the tutorial was very clear to understand and your explanation is very organized. Bless you.

  • @nilzomanjate321
    @nilzomanjate321 3 года назад

    4year later your video saved my day. Thanks.

  • @nehajoshi2214
    @nehajoshi2214 3 года назад

    Thanks a ton. This is the simplest explanation I found on youtube

  • @vl9496
    @vl9496 2 года назад +1

    This is so helpful. Thank you!

  • @meaningis
    @meaningis Год назад

    Concise and genuine help. Big thank you. You will be blessed..!

  • @Back.too90s
    @Back.too90s 4 года назад +3

    Super simplified, easy to understand and follow. Great video!

  • @NateOBrien
    @NateOBrien  7 лет назад +9

    Let me know if you have any future video requests!

    • @JM-oy8gz
      @JM-oy8gz 7 лет назад

      CAPITAL SOLUTIONS this is jonathan man what's up!!!

    • @rayanamir6565
      @rayanamir6565 7 лет назад

      do a video on how and where to buy dividend stocks of a company

    • @matthewmajorweenus6212
      @matthewmajorweenus6212 7 лет назад

      CAPITAL SOLUTIONS use ad block lol

  • @shyamamukherjee5324
    @shyamamukherjee5324 2 года назад

    Excellent Briefing. Worth watching the video. Grateful for understanding the calculation of R square and Regression

  • @ZzVOL
    @ZzVOL 2 года назад

    awesome video! I had no idea how to begin this type of assignment. You explained everything very clearly and I got a better understanding of the two ways to find beta. thanks!

  • @lokoluta
    @lokoluta 2 года назад

    thank you, u made my life easier

  • @hytwins1407
    @hytwins1407 3 года назад

    May I ask can I use multiple stocks for estimating the Beta?

  • @sehanathukorala4537
    @sehanathukorala4537 Год назад

    Actually, your explanation is good.

  • @SHASHISINGH-tt7by
    @SHASHISINGH-tt7by 2 года назад

    can you explain the beta chart & explain how good the portfolio is

  • @alextian3147
    @alextian3147 8 месяцев назад

    You just saved me . Thank you soo much

  • @venkateswarraotheegala5514
    @venkateswarraotheegala5514 2 года назад

    Thank you very much. Good explanation.

  • @danyalahmed3381
    @danyalahmed3381 4 года назад

    this video really helped me in my exam thank you sir

  • @Ecst3r
    @Ecst3r 3 года назад

    Thanks for the quick and clear explanation! Really helpful.

  • @kelvinmathew7577
    @kelvinmathew7577 Год назад

    Legend Mate. Thank you.

  • @johnpradeepkumar7065
    @johnpradeepkumar7065 4 года назад

    Thank you so much. It was very simple and clear. I learnt it. Thank you again.

  • @rookmeeneeseesurn1087
    @rookmeeneeseesurn1087 3 года назад

    oh very interesting thank you Nate help a lot & I always like your simplicity.

  • @ki-wo5fb
    @ki-wo5fb 2 года назад

    Thank you so much for this amazing video! So concise and informative.

  • @adityajadhav7725
    @adityajadhav7725 2 года назад

    Thank you very very much !!!!! This video was of a great help

  • @pumezankenkana2719
    @pumezankenkana2719 8 месяцев назад

    This video is really helpful!

  • @XiaominZhan
    @XiaominZhan 7 месяцев назад

    Very helpful!!! Thanks for share it!!

  • @Grace-en9zu
    @Grace-en9zu 2 года назад

    Thanks! Very clear instruction!

  • @aniketgokarn3941
    @aniketgokarn3941 3 года назад

    Thank you for the detailed explanation, can you also share how to find the betas for multiple regression, or what are those more than 1 betas (b1,b2,b3,b4......) how those other betas are calculated.?

  • @nodircleverguy8225
    @nodircleverguy8225 4 года назад

    Very clear explanation, thanks a lot

  • @njabulomasina4180
    @njabulomasina4180 5 лет назад +14

    Why can't you just use cov(Rp, Rm) /Var(Rm)

    • @nicoherrig5002
      @nicoherrig5002 4 года назад

      also possible but takes more time, your formula is basically the same for calculation ß1 in a Regression Analysis

    • @HelLo-dl4ne
      @HelLo-dl4ne 3 года назад

      slope is fasted way, then cov/var then regression

  • @SuperAwesomeEdits
    @SuperAwesomeEdits 5 лет назад +5

    Thanks man, helped me with the Linear Regression :)
    Though I am handling an excel with roughly 50 sheets so I use COVARIANCE.P(stock;index)/VAR.P(index) to count my betas. It should be all the same I guess.

    • @SuperAwesomeEdits
      @SuperAwesomeEdits 3 года назад

      @@neilcarvalho8349 too busy making Excels mans hahaha

  • @zubairqureshi3301
    @zubairqureshi3301 3 года назад

    Thanks man ☺️ you made my life easy

  • @diegocaizatoa2977
    @diegocaizatoa2977 3 года назад

    Dude u r awesome! I found the p value with this way. Greetings from Chile!

  • @kidpreneurplace.2712
    @kidpreneurplace.2712 4 года назад

    Super helpful & a life saver bro. Many thanks!

  • @debatememe4638
    @debatememe4638 4 года назад

    Thanks so much! Very easy to understand.

  • @ulugbekkodirov1788
    @ulugbekkodirov1788 4 года назад

    Hi! you only considered stock, what if in my portfolio I chose some stocks, commodities, bonds ; Should I find beta for all of them? If yes then how should I find overall one final beta? Thanks for your answer in advance

  • @malakai0321
    @malakai0321 3 года назад +1

    How can I download the historical data for the S&P 500 ? It does not give me the download option.

  • @julioacvdo827
    @julioacvdo827 3 года назад

    Hi Nate, I like the way you explain, and I would like to see if you can give me some advice, I am 15 years old and I want to study finance, what can you recommend me personally?

  • @edmarmagalhaesrocha1507
    @edmarmagalhaesrocha1507 3 года назад

    Thank you! Very helpful, you have excellent teaching skills.

  • @qingjunyap3791
    @qingjunyap3791 4 года назад

    thanks bro, but can you provide the next step to calculate the CAPM model using these data?

  • @sunflower-mr5nj
    @sunflower-mr5nj 4 года назад

    excellent teaching!

  • @ethanmarshall2957
    @ethanmarshall2957 3 года назад

    Thank you for making this

  • @rahmatbaskara9046
    @rahmatbaskara9046 5 лет назад

    thanks you for your simple explanation mate. It's easy to understand 👌

  • @anvarjonamrilloev7098
    @anvarjonamrilloev7098 4 года назад

    Fast and easy! Thank man.

  • @Veriditas
    @Veriditas Год назад

    Thanks for sharing.

  • @jacoblong3726
    @jacoblong3726 6 лет назад

    Big thanks, been a life saver tutorial for my Master's dissertation!!

    • @NateOBrien
      @NateOBrien  6 лет назад +1

      It makes me so happy to hear that someone has benefited from my video! Thank you for watching and good luck!

  • @xs6819
    @xs6819 2 года назад

    Can you explain what beta actually is and can this be graphed throughout the duration

  • @mrmoe5272
    @mrmoe5272 4 года назад

    You are a hero.Thanks a million

  • @swissmade751
    @swissmade751 4 года назад +2

    Hey Nate may I ask why you didn't subtract the risk-free rate from the return? Thanks for the video!

    • @nakuldd
      @nakuldd 4 года назад +1

      The slope i.e. beta won't change even if you subtract the risk free return from both Apple and S&P's return(Assuming the risk free rate hasn't changed over the period). As long as all X's are changed by the same amount in the same direction, and/or all the Y's are changed by the same amount in the same direction, the slope of the line does not change. Hence the beta would be the same.

  • @e505mp95
    @e505mp95 4 года назад

    Excellent, Excellent Video!!! You save my life!!! :P

  • @mahinahmed2316
    @mahinahmed2316 5 лет назад

    u have saved me from a ton of trouble...I Love u bro

  • @SuperNeilOBrien
    @SuperNeilOBrien 4 года назад

    Hey Nate! I really liked watching this very informative video!

  • @sanjeevkumar-zx5yg
    @sanjeevkumar-zx5yg 3 года назад

    can i use this in finding arbitrage opportunity ? or tell me something worthful which i can apply for arbitrage

  • @chirayuvyas4393
    @chirayuvyas4393 4 года назад

    New to this. Quality of video is quite good :)

  • @magnes1410
    @magnes1410 3 года назад

    You can also use "LINEST" to calculate Beta. And also, shouldn't you be using logarithmic rates of return?

  • @affigal5
    @affigal5 2 года назад

    Great explaination! Can I do the same with S&P500 sectors, instead of a single company?

  • @jiyaozeng2999
    @jiyaozeng2999 2 года назад

    Pls tell me why u don't include dividend into Apple's return? Thanks a lot, kina urgent for my assignment😭

  • @sebnemkaya9958
    @sebnemkaya9958 3 года назад

    Hi, Thank you for the video! it helped me a lot. I just want to ask how can we add the adjusted betas ?

  • @benmyriam5070
    @benmyriam5070 2 года назад

    YOU SAVED MY ASS ! - thank you so much

  • @elizabethkocov
    @elizabethkocov 6 лет назад +2

    This saved my life! thank you

    • @NateOBrien
      @NateOBrien  6 лет назад

      Thanks for checking out the video Liz, glad you found it helpful!

  • @johnnymac4052
    @johnnymac4052 4 года назад

    Thanks bro. This was super helpful. You made it relatable and simple to follow!
    Sub’ed

  • @xxdoby7112
    @xxdoby7112 5 лет назад +2

    why can't i find historical data at S&P Futures???? help me

  • @rennfan-grace
    @rennfan-grace 2 года назад

    Do you do S and P for each firm? so I have to do Ford, Dell and Kroger

  • @MW-ki5qi
    @MW-ki5qi Год назад

    Isn't beta actually the standardized coefficient that you can compare as a effect size across different models? It seems to me that what you print out is b (the unstandardized) coefficient? Can you help me understand this?

  • @junmicheletti7834
    @junmicheletti7834 8 месяцев назад

    Can I calculate regression for multiple shares, I calculated beta using slope function but can’t find standard error

  • @jasonmxx
    @jasonmxx 5 лет назад +1

    is this levered or unlevered beta? thank you

  • @DeathAngel1998
    @DeathAngel1998 5 лет назад +1

    You saved my life, thank you so much!!!

  • @alyssamazur2601
    @alyssamazur2601 3 года назад

    Does this method calculate levered or unlevered beta?

  • @gangstacpa
    @gangstacpa 3 года назад

    Thank you so much for this. I sooooooooo appreciate it!!!

  • @petersui9532
    @petersui9532 4 года назад

    what do you do if you find the Beta but know that it's wrong? I followed your method and understand why it should work. But for some reason i'm getting a low beta of .45 for my stock compared to the stock market. The issue is when i plot the data i can visibly see my stock has performed better than the market so my beta should be over 1. but it's not coming to it. What should i do to correct this?

  • @sonu9435
    @sonu9435 4 года назад

    My savior! thanks man

  • @ashifsiddique5131
    @ashifsiddique5131 4 года назад

    I wanted to know if it was possible in excel to calculate the betas for many companies together instead of doing the single procedure for each single stock?

  • @matthewanderson7779
    @matthewanderson7779 3 года назад

    I got different answers for beta when using slope as well as when using var and covar

  • @FoboldML
    @FoboldML 3 года назад

    I can't download the S&P 500 dataset on Yahoo Finance. Somehow the download button just doesn't show up, do you know why? It works for the other firms, just not the S&P 500.

  • @mohd.omairkhan9584
    @mohd.omairkhan9584 5 лет назад

    Thanks Nate!

  • @samuelkibebe5109
    @samuelkibebe5109 3 года назад

    This is great!!!Thank you

  • @tscoms5472
    @tscoms5472 6 лет назад

    This video saved my life thank you

    • @NateOBrien
      @NateOBrien  6 лет назад

      Glad it helped!!!! Makes me happy!

  • @GomaxG
    @GomaxG 2 года назад

    Great video👍, but you made a little mistake there. Return = (Price Today/Price Yesterday) -1 (With no Coupons or the like).

  • @kimberlynolen3814
    @kimberlynolen3814 4 года назад

    Thank you thank you, helped me so much!!

  • @朱倩倩-i2p
    @朱倩倩-i2p 2 года назад

    really helpful!!

  • @manishkukreja2330
    @manishkukreja2330 3 года назад

    Shouldn't we use LN function while calculating returns?

  • @AlekNo95
    @AlekNo95 3 года назад

    Beautiful, thank you kind sir.

  • @saviojardim1244
    @saviojardim1244 7 месяцев назад

    Legend bro

  • @rishiarya4104
    @rishiarya4104 2 года назад

    Thanks bro

  • @stamatouvable
    @stamatouvable 5 лет назад +1

    you are a legend. thank you

  • @dameriasiahaan553
    @dameriasiahaan553 3 года назад

    What book references to guide you by using this excel? Because i need it to prove it to my lecturer with my research homework

  • @devinacorreia8866
    @devinacorreia8866 4 года назад

    Can you explain the table created by regression.

  • @Ivailosuccess
    @Ivailosuccess 3 года назад

    Hello, thanks for the explanation of beta.
    Can you explane how to calculate this formula:
    ERi​=Rf​+βi​(ERm​−Rf​)
    where:
    ERi​ = expected return of investment
    Rf = risk-free rate
    βi​ = beta of the investment
    (ERm​−Rf​) = market risk premium​
    with simple steps for simple peoples like me
    Thanks,
    Ivo

  • @KrishanSingh-gz9op
    @KrishanSingh-gz9op 2 года назад

    Is this beta levered or unlevered?

  • @rishirajsengupta52
    @rishirajsengupta52 4 года назад

    Awesome !! Thanks. I just had to do some data cleaning before regressing them as missing values were detected by Linest()

  • @lukas4132
    @lukas4132 2 года назад

    Cool video